Thank you for choosing to invest with us. We understand that keeping track of your investments is important – that’s why we have made it easy for you to manage and track your investments.
The Enterprise team members possess a good balance of experience and technical knowledge. We work hard to provide our clients with the highest quality service and aim to exceed expectations by working in the interests of our investors throughout the course of an investment.
As an existing investor, you will soon be able to access our online investor portal. Once you have gain access, you will be able to view all your investments and documentation associated with the investment.
Frequent Questions and Answers
What is the maximum investment requirement?
This will depend on which tax efficient scheme you have chosen to invest in.
Seed Enterprise Investment Scheme (SEIS) investors can place a maximum of £100,000 in a single tax year.
Enterprise Investment Scheme (EIS) investors can invest up to £1,000,000 in any single tax year.
How will I access the investment portal?
When the investment portal is available, you will be able to access the portal from our website by clicking on the Log In link at the top right-hand corner. This will be available to all investees and advisors. If you ever misplace your login details, please don’t hesitate to get in touch.
How do I find out more information about the tax efficient investment schemes available?
All our open investment opportunities are available on our website. Or alternatively, if you would prefer to speak to someone about an investment opportunity, you can fill out the form here or contact us directly.
When should I expect my EIS3 certificate?
The companies in which we invest must be trading for at least four months before we can start the process of applying for the certificates. Rest assured, we work hard to make sure that once HMRC circulated the certificate, we distribute them to all shareholders quickly. You can then attach them to your tax return to claim relief if you are eligible to do so.
Do you have terminology assistance?
If there are any terms you have come across that you are unfamiliar with, we have provided a complete Glossary of terms that are commonly mentioned on the website and across our documentation. You can access this here.
What do I do if an investor has passed away?
Firstly, we offer our sincere condolences at this difficult time. One of our team will be able to provide information and support to guide you through the process. Please contact at Info@enterprise-ip.com or call us on 020 7843 0470 (recorded line)
I’ve changed my personal details, who do I contact?
Please contact us at Info@enterprise-ip.com or call us on 020 7843 0470 (recorded line).
What investment opportunities are available?
Provided you meet the terms and conditions requirements, we have a range of tax efficient investment opportunities available to you. Our current opportunities can be found on our Open Investments page. Alternatively, you would you like to receive marketing communications via email and telephone from Enterprise Investment Partners relating to the tax efficient investment market, as well as news, updates and investment offers, please contact us Info@enterprise-ip.com